Adapt API

Two-way API Integrated

Adapt automates repetitive servicing tasks, seamlessly integrating data from carriers into HawkSoft, allowing your team to concentrate on higher-value activities.

• Urgent notifications, such as pending cancellations, are logged and suspended to align with your existing workflows.
• Claim notifications enable you to proactively address negative claims experiences.
• Documents not covered by IVANS are labeled and attached directly to each policy.

Learn more about Adapt API by clicking the button below.

Agency Revolution

Two-way API Integrated

Fuse, a marketing automation tool, empowers agencies to deliver highly personalized communications for acquiring and retaining business.

• Micro-targeting based on policy and client data.
• Pre-built campaigns for onboarding, referrals, and cross-selling.
• Create campaigns for account rounding, payments, claims, and more.

Discover how to scale your marketing communications with Fuse and its API integration.

AgencyZoom

Two-way API Integrated

You sell the policy. We automate the rest. Manage leads without double entry, cross-sell and remarket clients, all while on the go.

• Manage leads in AgencyZoom with data sent from your HawkSoft account that triggers email and text automation.
• BoB syncing enables you to access powerful reports and business insights to easily remarket and retain clients!
• Never miss your goals or hooray moments by taking your agency on the go with AgencyZoom's mobile app.

Schedule a demo to discover what 3,100 agencies are using to automate their sales processes.

Anthem Software

Anthem Software is now integrated with HawkSoft, eliminating the need to download and upload incomplete contact data.

• Retrieve contact information with a single click from HawkSoft.
• Easily map contact details to automated campaigns.
• Engage with clients and prospective clients through email, text, or postcard.

Schedule a demo to discover how we enhance communication with clients and prospective clients.

Ascend

Ascend is a comprehensive software solution designed to streamline the entire agency billing process—from billing to payments to accounting—making agency billing as straightforward as direct billing.

• Easily provide pay-in-full options and/or premium financing through a single invoice link.
• Automatically disburse payments to carriers and split commissions directly into your bank account.
• Reduce NOCs by up to 80% with automated payment reminders.

Spend less time pursuing payments and more time focusing on growing your agency. Book a demo or create an account to get started today.

Bridge

Two-way API Integrated

With built-in features like VoIP, text, chat, and reporting, Bridge streamlines agency operations and gives you time back in your day.

• HawkSoft automates call logging and matching, guaranteeing accurate client records without lifting a finger.
• Screen pops display real-time HawkSoft data, providing staff with instant caller context to resolve issues more quickly.
• Voice, SMS, and chat sync with HawkSoft workflows, ensuring every customer conversation is captured and tracked.

Discover how Bridge integrates with HawkSoft to enhance daily agency operations.

Cara

Two-way API Integrated

Cara is an AI servicing solution (AI CSR) that empowers agencies and brokerages to automate their servicing and enhance sales with a 24/7 digital workforce.

• Compare various quotes and summarize coverages for the quote presentation.
• Manage inbound calls, qualify leads, and assist customers around the clock using Voice AI.
• Automate application intake and cross-fill ACORD forms.

Click here to schedule a demo and get set up in under an hour.

Certificial

FREE for Agents and Brokers, Certificial enables you to establish a dynamic, digital connection with all your Certificate Holders. By sharing coverage data, you'll never need to create a COI again!

• No Cost to sync your entire book of business.
• Automatically send coverage changes and renewals to Certificate Holders.
• Lower your operational expenses and concentrate on revenue-generating activities.

Sync your book for free, automate renewals, and never create a manual COI again. Save time and focus on revenue.

ClientCircle

Two-way API Integrated

Does maintaining contact with clients and fostering relationships to generate more business feel overwhelming at times? Let's automate it.

• Transform clients who already appreciate you into enthusiastic promoters and identify dissatisfied clients who may cancel.
• Activate a system to keep in touch with clients and enhance retention, cross-sells, and reviews.
• Automate text messages, emails, and handwritten cards to design your own campaigns that operate 24/7.

No contracts or setup fees. Discover how ClientCircle works - view all the features.
ClientCircle is a Rocket Referrals product.

DONNA.ai

Two-way API Integrated

Artificial Intelligence and Data Analytics Platform for Independent Agencies to enhance policyholder experience, improve retention, and facilitate cross-selling.

• Customer Sentiment Scoring.
• Real-time Predictions and Uplift Recommendations.
• External Data Integrations and Industry Benchmarking.

Boost retention and cross-selling with real-time AI predictions and data analytics built for independent agencies.

ePayPolicy

Two-way API Integrated

ePayPolicy empowers insurance companies to manage their payments with fast, secure, and flexible digital payment processing. Our founders—industry veterans—developed a payment solution specifically designed for insurance. We aim to make payment collection the simplest aspect of your business.

• Customizable, company-branded secure payment page. Your logo, your URL, your customers only.
• Comprehensive dashboard, bird's-eye view access to all transaction data.
• Unlimited users, unlimited transactions.

Experience a quick, no-pressure demo, try us free for 60 days, and start getting paid faster. Click "Learn More" to connect with a Product Specialist today.

Gail

Two-way API Integrated

Gail is an AI designed for insurance agents, offering enterprise-level technology to entrepreneurs of all sizes. Gail efficiently manages communications and internal workflows.

• Gail greets callers by name using HawkSoft, creating a warm and professional first impression every call.
• Gail listens, captures key details, and auto-updates HawkSoft notes for accurate, current records.
• After each call, Gail auto-creates and assigns HawkSoft tasks to keep workflows moving and nothing missed.

Sign up through the HawkSoft Marketplace and enjoy a 25% discount on your first month of service!

GloveBox App & Client Portal

GloveBox is the premier client experience platform for independent agents. Developed by former agents, it serves as a tool to enhance the client journey and boost efficiency at your agency. GloveBox enables your policyholders to manage their insurance through an all-in-one, carrier-connected platform branded to your agency.

• Agency-branded, carrier-connected mobile app and client portal.
• Access live policy documents, pay bills, or file a claim.
• Clients can request service and quotes directly within the app.

Join hundreds of other agencies as pioneers in launching their client experience platform. Click 'Learn More' below to schedule a demo today!

Insurance Agent App

Two-way API Integrated

Agency-branded online customer service portal and mobile app preload policy coverages for 24/7 service.

• Policyholders can instantly view policies & ID cards, pay bills, file claims, and request COIs.
• Branded marketing and automation done for you: email campaigns, push notifications, branded videos, and social media content.
• Two-way API: app actions, service/policy/COI requests, documents, and claims logged at the policy level in HawkSoft.

Schedule a demo to reduce service requests and costs, increase retention, and grow your agency. Fast setup.

InsuredMine

Two-way API Integrated

Expand the functionality with InsuredMine's CRM and automated workflows that assist agents with sales, engagement, analytics, and mobility.

• Attract more leads and convert them into clients.
• Identify hidden monoline accounts, integrate them into a marketing system, manage that pipeline, and turn it into revenue.
• Automate sales and marketing through email, text, calls, tasks, and reminders to market and engage.

Get a free live demo to discover how you can grow your agency, reduce inefficiencies, and track everything in one place.

InsureZone

InsureZone is committed to employing the best practices for selling and servicing insurance policies.

• Real-time comparative rating for all commercial policies, including standard and surplus lines.
• Access to additional markets whenever you need them.
• Consumer-facing tools to aid in selling, servicing, and maintaining your in-force policies.

View an overview of all 20 of InsureZone's tools by clicking the 'Learn More' button below.

Levitate

Two-way API Integrated

Levitate combines AI-driven software with dedicated marketing coaches to help you forge genuine relationships with clients, prospects, and referral partners.

• Remember essential facts and dates about your contacts, then set up personalized reminders to reach out.
• Conduct account rounds with tailored, one-to-one emails.
• Collaborate with a dedicated marketing coach to create email content customized for your business.

Grow your business through the lost art of staying connected. Visit try.levitate.ai to sign up for a demo.

Liberate Voice AI

Two-way API Integrated

Liberate is a voice AI platform dedicated solely to Independent Agencies, Carriers, and MGAs.

• It offers the capability to answer calls 24/7/365.
• Look up clients in HawkSoft to view carrier, CSR, or Producer details, then transfer calls internally or externally.
• Eliminates double entry by syncing quote data directly to HawkSoft and comparative raters.

Empower your agency with AI voice automation that seamlessly integrates into HawkSoft.

Lightspeed Voice

Two-way API Integrated

Revolutionizing communication with lightning-fast, crystal-clear voice technology. Say goodbye to delays and hello to effortless conversations!

• Integrate with HawkSoft for screen pop, call logging & recording, along with automated client notes & AI-driven call summaries.
• With U.S.-based customer service, we make staying connected with your team and customers easy.
• Gather powerful data to gain insights into customer trends and optimize strategies.

Supercharge your conversations with Lightspeed Voice - Get started today!

Milly Books

Value, buy, and sell insurance books of business with Milly Books.

• Agent-Centric Data Management.
• Optimized Transactional Process.
• Predictive Analytics and ML-Driven Valuations.

Milly Books links independent insurance agents seeking to sell a book of business or a selected group of accounts with other agents aiming to expand their business.

Mivation

Revolutionize Your Commission Process with Xcelerator.

• Automatically calculates your team's variable compensation.
• Automated assignments and payouts.
• Seamlessly integrates commission data with policy data through HawkSoft's Partner API.

Xcelerator by Mivation can save you hours of manual spreadsheet updates and commission assignments. Click below to Learn More or here to schedule a free demo.

Neon

Two-way API Integrated

Connect Neon to streamline sales, service workflows, and automations. Join our data community to visualize and track your Cost Per Transaction while benchmarking your anonymized agency performance data alongside fellow agents.

• Ingest leads, convert them to sales, optimize service, and access per-transaction VAs.
• Access an expanding library of agent-built workflows and automations.
• Onboard for sales and service without the need to hire outside consultants.

Schedule a demo to start transforming agency data into revenue, processes into products, and services into your agency workflows.

PathwayPort

Two-way API Integrated

Pathway empowers innovative insurance agencies and brokerages to maintain strong connections with their customers, boost revenue, and attract new business.

• Save time by automating repetitive tasks like sending pre-renewal letters and providing proof of insurance.
• Cultivate lasting relationships through personalized messages, tailored customer journeys, and intelligent automation.
• Transform satisfied customers into loyal advocates and gain deeper insights into your standing with clients.

Schedule your free demo today and discover how Pathway can make automation work for you.

Podium

Podium empowers insurance agencies to enhance their online presence and effortlessly connect with clients and prospects at essential touchpoints.

• Expand your book of business by boosting your ratings and visibility in the locations where policyholders are searching for you.
• Enhance client retention by maintaining connections with your policyholders through more convenient channels like texting.
• Communicate effortlessly with teammates, prospects, and clients from a unified hub.

ReFocus AI

Two-way API Integrated

ReFocus AI enhances quoting and remarketing by incorporating real-time alerts and auto-requoting. When risk criteria are satisfied, it automatically initiates remarketing, submits to carriers, and provides bindable quotes for swift, efficient action.

• Utilize account monitoring to pinpoint customers approaching renewal who are likely to not renew.
• Automatically generate quotes for both new and existing business in carrier portals.
• Download policy documents and upload them to HawkSoft to save time.

Increase earnings while reducing the time spent quoting on carrier sites.

RevitPay

Two-way API Integrated

Integrated payments for HawkSoft that expedite premium collection, automate reconciliation, and facilitate same-day funding.

• Direct two-way API payment integration seamlessly embedded into HawkSoft billing and trust accounting workflows.
• Auto-reconcile payments directly into trust accounting for faster access and same-day funding options.
• Secure, branded digital payments with real-time visibility—designed to scale with agency operations.

Modernize premium collection and simplify payments within HawkSoft.

Sembley

Two-way API Integrated

Sembley is a modern platform designed to streamline ACORDs, submissions, and renewals.

• Pre-fill ACORD forms and supplements, and simplify submissions in Sembley using imported HawkSoft data, minimizing manual entry.
• Import specific records such as Claims, Premises, and Vehicles from HawkSoft into Sembley as needed.
• Utilize Sembley’s data enrichment to automatically retrieve information about commercial applicants from HawkSoft.

Simplify ACORDs, submissions, and renewals with Sembley.

Simply Easier Payments

Two-way API Integrated

You deserve more than just a payment platform; you need a partner that feels like an extension of your agency. That’s why Simply was created—to address the real challenges you encounter daily. From maintaining compliance to receiving payments more quickly and ensuring smooth operations, we understand the pressure because we’ve been in your shoes.

• Simply Prefill & Reconcile with your AMS, Policy Admin, GL, CRM.
• Simply Create Branded Invoices in seconds with intelligent invoicing.
• Simply Get Paid Faster with funding in 1-2 business days.

Connect with our team, trusted by thousands of agencies, brokers, and carriers, to experience a payment integration designed to achieve more.

Sonant

Two-way API Integrated

Sonant is the AI Receptionist tailored specifically for insurance agencies—managing and directing calls into actionable HawkSoft tasks.

• Real-time AMS lookup enables account-based routing, ID verification, answering inquiries, and creating post-call notes or tasks.
• Data collection for quotes and service requests.
• AI-driven outbound call campaign automation to proactively engage customers regarding renewals or cancellations.

Click here for a demo and relieve your staff from non-revenue-generating calls.

ValChoice

Two-way API Integrated

An add-on for your management system that drives new business and boosts profitability.

• Achieve up to an 80% reduction in re-marketing efforts.
• Generate more referrals from your top clients.
• A fully automated system that enables your team to secure more new business.

Let ValChoice automate your new business and cut re-marketing by 80%. Boost referrals and profitability instantly.